Broadridge Financial Solutions, Inc.
BR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001383312
In the last 90 days, Broadridge Financial Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,109
- +72 vs. Q4 2024
- Shares held
- 105.3M
- +1.75M (+1.7%) vs. Q4 2024
- Total value
- $25.5B
- +$2.06B (+8.8%) vs. Q4 2024
- New holders
- 127
- 389 more added
- Sold out
- 55
- 409 more reduced
17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $15.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank Ozk | 4,000 | $969.8K | 0.40% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 4,000 | $969.8K | 0.29% | +602+17.7% | Added |
| Oppenheimer & Co Inc | 3,985 | $966.2K | 0.01% | +109+2.8% | Added |
| Empowered Funds, LLC | 3,957 | $959.4K | 0.01% | +1,160+41.5% | Added |
| Tokio Marine Asset Management Co Ltd | 3,939 | $955.0K | 0.03% | +494+14.3% | Added |
| Ashton Thomas Private Wealth, LLC | 3,914 | $952.4K | 0.04% | −6−0.2% | Reduced |
| Penserra Capital Management LLC | 3,918 | $949.0K | 0.02% | +3,078+366.4% | Added |
| Panagora Asset Management Inc | 3,879 | $940.5K | 0.00% | −387−9.1% | Reduced |
| DT Investment Partners, LLC | 3,870 | $938.3K | 0.09% | −402−9.4% | Reduced |
| MGB Wealth Management, LLC | 3,877 | $936.1K | 0.34% | +107+2.8% | Added |
| Union Bancaire Privee, UBP SA | 3,869 | $924.3K | 0.02% | −6,415−62.4% | Reduced |
| Accredited Investors Inc. | 3,799 | $921.1K | 0.06% | +228+6.4% | Added |
| Quadrature Capital Ltd | 3,761 | $911.9K | 0.02% | +3,761 | New |
| Glenmede Trust Co NA | 3,757 | $910.9K | 0.00% | +6+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,721 | $902.2K | 0.01% | +9+0.2% | Added |
| Cedar Mountain Advisors, LLC | 3,696 | $896.1K | 0.20% | +14+0.4% | Added |
| Nomura Holdings Inc | 3,688 | $894.2K | 0.00% | −161−4.2% | Reduced |
| Verition Fund Management LLC | 3,686 | $893.7K | 0.01% | −10,454−73.9% | Reduced |
| Mission Wealth Management, LP | 3,634 | $881.0K | 0.02% | −10.0% | Reduced |
| Farther Finance Advisors, LLC | 3,543 | $867.1K | 0.02% | +78+2.3% | Added |
| Smallwood Wealth Investment Management, LLC | 3,574 | $866.7K | 0.55% | +10+0.3% | Added |
| Ci Investments Inc. | 3,521 | $854.0K | 0.00% | +347+10.9% | Added |
| East Coast Asset Management, LLC. | 3,488 | $845.7K | 0.30% | −525−13.1% | Reduced |
| Squarepoint Ops LLC | 3,479 | $843.5K | 0.00% | −7,591−68.6% | Reduced |
| Bridgewater Advisors Inc. | 3,514 | $842.3K | 0.07% | +3,514 | New |
| ABLE Financial Group, LLC | 3,465 | $840.1K | 0.24% | −58−1.6% | Reduced |
| Bessemer Group Inc | 3,467 | $840.0K | 0.00% | −3,855−52.6% | Reduced |
| Guardian Wealth Management, Inc. | 3,417 | $828.5K | 0.55% | −120−3.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,405 | $825.6K | 0.06% | +3,405 | New |
| Jefferies Financial Group Inc. | 3,381 | $819.8K | 0.01% | +183+5.7% | Added |
| SRN Advisors, LLC | 3,330 | $807.4K | 0.91% | −104−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 3,302 | $800.6K | 0.42% | −40−1.2% | Reduced |
| D.B. Root & Company, LLC | 3,243 | $786.3K | 0.25% | −8−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,241 | $785.9K | 0.01% | +267+9.0% | Added |
| Delta Financial Group, Inc. | 3,328 | $785.0K | 0.18% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,200 | $775.9K | 0.03% | −200−5.9% | Reduced |
| IFG Advisory, LLC | 3,199 | $775.6K | 0.04% | +72+2.3% | Added |
| Fulton Bank, N.A. | 3,190 | $773.4K | 0.03% | −156−4.7% | Reduced |
| Davy Global Fund Management Ltd | 3,190 | $773.4K | 0.09% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 3,175 | $769.8K | 0.51% | +3,175 | New |
| Legacy Capital Wealth Partners, LLC | 3,119 | $756.2K | 0.19% | −131−4.0% | Reduced |
| Meyer Handelman Co | 3,105 | $752.8K | 0.03% | −125−3.9% | Reduced |
| Board of the Pension Protection Fund | 3,100 | $751.6K | 0.86% | +2,600+520.0% | Added |
| SWMG, LLC | 3,121 | $741.9K | 0.29% | −29−0.9% | Reduced |
| Kidder Stephen W | 2,950 | $715.3K | 0.22% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,937 | $712.1K | 0.06% | +8+0.3% | Added |
| Fiduciary Family Office, LLC | 2,924 | $709.0K | 0.24% | +2,924 | New |
| Bradley Foster & Sargent Inc | 2,922 | $708.5K | 0.01% | −36−1.2% | Reduced |
| TD Private Client Wealth LLC | 2,914 | $706.6K | 0.02% | +134+4.8% | Added |
| United Advisor Group, LLC | 2,913 | $706.3K | 0.14% | +101+3.6% | Added |
| Plato Investment Management Ltd | 2,879 | $705.6K | 0.06% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,907 | $704.9K | 0.27% | −553−16.0% | Reduced |
| Sepio Capital, LP | 2,903 | $703.9K | 0.06% | −31−1.1% | Reduced |
| Creekmur Asset Management LLC | 2,842 | $689.1K | 0.14% | +2,842 | New |
| Cresset Asset Management, LLC | 2,820 | $686.2K | 0.00% | +49+1.8% | Added |
| Cyrus J. Lawrence, LLC | 2,818 | $683.0K | 2.59% | −42,978−93.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,810 | $681.3K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,776 | $673.2K | 0.05% | +123+4.6% | Added |
| Unique Wealth, LLC | 2,738 | $663.9K | 0.13% | +730+36.4% | Added |
| V-Square Quantitative Management LLC | 2,734 | $662.9K | 0.10% | +179+7.0% | Added |
| Chicago Trust Co NA | 2,728 | $661.4K | 0.12% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,700 | $654.7K | 0.01% | +752+38.6% | Added |
| Ossiam | 2,690 | $652.2K | 0.01% | −552−17.0% | Reduced |
| Gibbs Wealth Management | 2,682 | $650.3K | 0.16% | +661+32.7% | Added |
| WealthTrust Axiom LLC | 2,681 | $650.0K | 0.20% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,678 | $649.3K | 0.03% | +131+5.1% | Added |
| BHK Investment Advisors, LLC | 2,671 | $647.5K | 0.27% | −44−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 2,665 | $646.1K | 0.01% | +162+6.5% | Added |
| Argent Trust Co | 2,656 | $644.0K | 0.03% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,606 | $631.9K | 0.34% | +982+60.5% | Added |
| Ellevest, Inc. | 2,596 | $629.4K | 0.04% | +142+5.8% | Added |
| Everence Capital Management Inc | 2,596 | $629.0K | 0.04% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 2,567 | $622.4K | 0.22% | +2,567 | New |
| Qtron Investments LLC | 2,562 | $621.2K | 0.09% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,550 | $618.3K | 0.12% | −387−13.2% | Reduced |
| Acadian Asset Management LLC | 2,544 | $616.0K | 0.00% | +2,106+480.8% | Added |
| Ninety One North America, Inc. | 2,538 | $615.4K | 0.04% | −405−13.8% | Reduced |
| Simmons Bank | 2,531 | $613.7K | 0.05% | 00.0% | Unchanged |
| Ami Asset Management Corp | 2,505 | $607.4K | 0.04% | −29−1.1% | Reduced |
| Forza Wealth Management, LLC | 2,500 | $606.1K | 0.27% | −100−3.8% | Reduced |
| Shufro Rose & Co LLC | 2,500 | $606.1K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,609 | $604.3K | 0.03% | +606+30.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,491 | $604.0K | 0.35% | +162+7.0% | Added |
| Citizens Financial Group Inc | 2,479 | $603.3K | 0.01% | −175−6.6% | Reduced |
| Meeder Advisory Services, Inc. | 2,486 | $602.8K | 0.04% | −232−8.5% | Reduced |
| Albion Financial Group | 2,478 | $600.8K | 0.04% | −404−14.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,460 | $596.5K | 0.11% | −210−7.9% | Reduced |
| National Asset Management, Inc. | 2,450 | $594.0K | 0.02% | +228+10.3% | Added |
| Atlas Legacy Advisors, LLC | 2,445 | $592.8K | 0.15% | −685−21.9% | Reduced |
| Pitcairn Co | 2,438 | $591.1K | 0.04% | +42+1.8% | Added |
| OmniStar Financial Group, Inc. | 2,432 | $589.7K | 0.46% | +2,432 | New |
| Dark Forest Capital Management LP | 2,425 | $588.0K | 0.03% | +2,425 | New |
| Segment Wealth Management, LLC | 2,371 | $574.9K | 0.04% | +127+5.7% | Added |
| Mutual Advisors, LLC | 2,415 | $574.1K | 0.02% | +475+24.5% | Added |
| Vestcor Inc | 2,366 | $574.0K | 0.02% | +6+0.3% | Added |
| Baker Avenue Asset Management, LP | 2,363 | $573.0K | 0.02% | −984−29.4% | Reduced |
| United Services Automobile Association | 2,405 | $571.2K | 0.02% | +2,405 | New |
| SeaBridge Investment Advisors LLC | 2,344 | $568.3K | 0.12% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 2,327 | $566.1K | 0.32% | +475+25.6% | Added |
| Miracle Mile Advisors, LLC | 2,314 | $561.1K | 0.01% | −119−4.9% | Reduced |